Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Tailor your resume to this Client Advisor role.
Rezi rewrites your resume against Saranac Partners's job description. Free.
Tailor your resume to this Client Advisor role.
Rezi rewrites your resume against Saranac Partners's job description. Free.
Don't guess if your resume is good enough.
See how it scores against the Client Advisor posting at Saranac Partners — free, in seconds.
Don't guess if your resume is good enough.
See how it scores against the Client Advisor posting at Saranac Partners — free, in seconds.
About the Role
Saranac Partners is seeking a high-quality Client Advisor for its London team. This role is designed for an ambitious advisor, likely at VP/Director level, aiming to establish a long-term advisory practice within a collaborative, investment-focused firm. The firm is experiencing growth with a strong client base and a clear vision, selectively investing in talent to shape its future.
Responsibilities
- Act as a trusted advisor to a select group of private clients.
- Develop new relationships aligned with Saranac’s long-term strategy.
- Work closely with the investment team to deliver bespoke portfolio solutions.
- Take ownership of the client experience, governance, and ongoing engagement.
- Contribute to the continued growth and evolution of the firm.
Requirements
- A growing book of business, with a small core of 5–8 clients they believe could transition over time.
- A credible business development story, with a clear and repeatable approach to building trusted client relationships.
- Strong investment literacy, with the ability to engage confidently across portfolios and structures.
- Fluency across the full client lifecycle, including onboarding, structuring, tax considerations, reporting, and ongoing client service.
- The presence, judgement, and discretion required to advise UHNW clients.
- A strong cultural fit: collaborative, intellectually curious, client-first, and long-term in outlook.
- VP/Director level experience with a qualified and regulated Banker profile.
Skills
- Client advisory
- Business development
- Investment literacy
- Client lifecycle management
- Advising UHNW clients
- Collaboration
- Intellectual curiosity
- Client-first approach
- Long-term outlook
- Banking
Location
- 16 St James’s St, London
Work Type
- Full-time
- Permanent
- Hybrid
Experience Level
- VP/Director Level
Education Level
- Qualified and regulated Banker profile
Salary/Compensations
- Competitive Benefits Package
Benefits
- Competitive Benefits Package
- Close proximity to senior leadership and decision-making
- Opportunity to build a long-term book within a supportive, non-siloed environment
- Highly competitive remuneration, aligned to long-term value creation
- A culture that values integrity, discretion, and excellence
About the Company
- Saranac Partners is a private office for investments and more.
- As an independent firm, we offer an alternative to traditional institutions, providing expertise on the breadth of situations our clients face.
- Working with international families, business owners, and private investors, we deliver solutions across strategy, investments, and financing.
- Founded in 2016 by colleagues with a shared vision of building enduring client partnerships.
- We are obsessive about service, anticipating needs and following through.